Lisa Mabry-Culbreth

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  Edward Jones
  St Louis, MO

Other Businesses

CARE LODGE BOARD MEMBER * Culbreth Timber LLC Type of business: timber consulting Enterprise, MS Start date: 12/26/2018 member Hours per week: 0 Hours during trading: 0 I am not involved in the day to day of the business. Make sure the documents are filed with the state and send things to CPA if required. Culbreth Properties, LLC Type of business: rental property Enterprise, MS Start date: 5/2/2024 member Hours per week: 0 Hours during trading: 0 Desc: Collect rent and organize contractor for repairs

Exams

• S66 Uniform Combined State Law Examination
  2010-08-11
• S63 Uniform Securities Agent State Law Examination
  1998-02-09

Other Names

• Lisa Marie Wilson
• Lisa Marie Mabry